Traditional Bank, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Traditional Bank, Inc. (EIN 61-0284535) is a plan sponsor located in Mt. Sterling, KY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
61-0284535
Location
Mt. Sterling, KY
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$34,563,188
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$34,563,188

Contributions & income

Employer contributions
$1,446,323
Participant contributions
$1,077,172
Total income / additions
$7,376,698

Expenses & distributions

Benefits paid / distributions
$1,051,750
Total expenses
$989,627
Net increase / (decrease)
$6,387,071

Coverage

Total reported participants
674
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Traditional Bank, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Traditional Bank, Inc. 401(K) Profit Sharing Plan003308$34,563,1882023
Traditional Bank, Inc. Benefits Wrap Plan501238not reported in the loaded dataset2023
Traditional Bank, Inc. Cancer Plan502128not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Traditional Bank, Inc.
YearPlanParticipantsSchedulesFiling
2023Traditional Bank, Inc. Benefits Wrap Plan238C20240624070919NAL0012258850002
2023Traditional Bank, Inc. Cancer Plan12820240624070919NAL0012258850003
2023Traditional Bank, Inc. 401(K) Profit Sharing Plan308H, C20240722101124NAL0016077648001

Related Form 5500 pages